Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTJeffrey Neal Johnson, MarketBeatSat, June 13, 2026 at 1:40 PM GMT+2 6 min readKey PointsInterested in The TJX Companies, Inc.? Here are five stocks we like better.TJX Companies' business model uniquely benefits from broad retail distress and a challenged consumer economy.Impressive comparable store sales growth is driving significant profit margin expansion across TJX Companies' core brands.Management demonstrates strong conviction through a substantial share repurchase program and a multi-decade history of dividend payments.If you are an investor who is looking for a portfolio defense play that does not sacrifice aggressive capital appreciation, the current retail landscape feels like a minefield. Traditional mall brands are battling severe inventory gluts, and middle-class consumers are still dealing with prolonged inflationary pressure. Discretionary income is shrinking, leaving fewer dollars for full-priced apparel and home goods.For most retailers, this environment signals margin compression and declining foot traffic. Yet, within this distress lies a structural advantage for a select few.→